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Disclosery

IETC ISHARES U S ETF TR

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U.S. TECH INDEPD (fund)

69 managers (69 13F filers) reported a position in IETC shares at 2024-12-31, 1,701,404 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
69
13F filers
69
New
12
Added
22
Reduced
14
Sold out
5
Shares held by filers
1,701,404

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kozak & Associates, Inc.662,789$57.3M13.1%-12,17813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…236,098$20.3M0.08%+2,97313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC101,639$8.67M0.03%+9,37213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,864$6.98M<0.01%13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.70,007$5.97M0.07%+56,14513F-HRTimeline
GeoWealth Management, LLC62,230$5.31M0.17%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,399$4.56M0.01%-15,42313F-HRTimelineGroup
LPL Financial LLC36,377$3.1M<0.01%+17,92513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,616$3.04M<0.01%+16,98913F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC25,181$2.15M1.24%+10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,274$1.99M0.07%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,713$1.94M<0.01%-68813F-HRTimelineGroup
Shira Ridge Wealth Management21,460$1.83M0.9%-53213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,894$1.7M<0.01%-27,91013F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,362$1.65M0.01%-73313F-HRTimeline
Advisors Capital Management, LLC14,984$1.28M0.02%+1,16013F-HRTimeline
Pallas Capital Advisors LLC13,209$1.13M0.05%+50113F-HRTimeline
KM Capital Management Ltd.12,932$1.1M0.57%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,944$1.02M<0.01%+1,88013F-HR/ATimelineGroup
Ironwood Financial, llc11,033$941K0.2%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,937$933K0.07%-18013F-HRTimeline
Financial Perspectives, Inc10,773$919K0.31%+23613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,570$902K<0.01%-27913F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,636$822K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,356$713K<0.01%new13F-HRTimelineGroup
&PARTNERS7,658$662K0.01%-17513F-HRTimeline
Moloney Securities Asset Management, LLC7,551$644K0.09%+1,30313F-HRTimeline
Lansing Street Advisors7,454$636K0.22%-213F-HRTimeline
Bay Harbor Wealth Management, LLC5,849$499K0.16%+113F-HRTimeline
Glen Eagle Advisors, LLC5,457$466K0.08%-5913F-HRTimeline
Sigma Planning Corp5,300$452K0.01%+53013F-HRTimeline
Comprehensive Financial Planning, Inc./…5,174$441K0.37%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,005$427K<0.01%+10213F-HRTimelineGroup
Bawa N Mallick Trust5,000$427K0.19%13F-HRTimeline
Icon Wealth Advisors, LLC4,706$402K0.03%new13F-HRTimeline
Creative Planningin group Creative Planning4,683$400K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC4,582$397K<0.01%+64513F-HRTimeline
Regal Investment Advisors LLC4,424$377K0.03%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,272$365K<0.01%+16613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,170$355K<0.01%-2,02613F-HRTimelineGroup
Financial Partners Group, Inc4,084$348K0.05%+5913F-HRTimeline
MONTAG A & ASSOCIATES INC3,883$331K0.02%+1,26813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,240$276K<0.01%-15213F-HR/ATimelineGroup
Haverford Trust Co3,115$266K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,953$252K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers2,946$251K<0.01%-36013F-HRTimeline
Signal Advisors Wealth, LLC2,561$219K0.02%new13F-HRTimeline
Cascade Financial Partners, LLC2,531$216K0.03%013F-HRTimeline
HB Wealth Management, LLC2,500$213K<0.01%new13F-HRTimeline
Allworth Financial LP1,600$143K<0.01%013F-HRTimeline
Richardson Capital Management LLC926$79K0.05%+6013F-HRTimeline
Farther Finance Advisors, LLC722$61.6K<0.01%+5513F-HRTimeline
Federation des caisses Desjardins du Qu…708$60.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC600$51.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/350$29.9K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC293$25K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC256$22K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\100$8.53K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC89$7.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG86$7.34K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76$6.48K<0.01%+7513F-HRTimelineGroup
Central Pacific Bank - Trust Division71$6.06K<0.01%013F-HRTimeline
Continuum Advisory, LLC62$5.28K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC58$4K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29$2.47K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1$86<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$85<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1$85<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.